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Portfolio (Quarterly) Guide ↗
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Page 484 of 505  ·  10,098 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
11/3/2025 Rockline Wealth Management, LLC Sep 2025 $483M — EDGAR ↗
11/3/2025 Gifford Fong Associates Sep 2025 $476M — EDGAR ↗
11/3/2025 JSF Financial, LLC Sep 2025 $451M — EDGAR ↗
11/3/2025 MilWealth Group LLC Sep 2025 $410M — EDGAR ↗
11/3/2025 Investment Advisory Group, LLC Sep 2025 $368M — EDGAR ↗
11/3/2025 Addison Capital Co Sep 2025 $338M — EDGAR ↗
11/3/2025 Pegasus Asset Management, Inc. Sep 2025 $312M — EDGAR ↗
11/3/2025 Your Advocates Ltd., LLP Sep 2025 $298M — EDGAR ↗
11/3/2025 Pines Wealth Management, LLC Sep 2025 $297M — EDGAR ↗
11/3/2025 Clarus Group, Inc. Sep 2025 $288M — EDGAR ↗
11/3/2025 Wealthspan Partners, Llc Sep 2025 $262M — EDGAR ↗
11/3/2025 Absolute Capital Management, Llc Sep 2025 $233M — EDGAR ↗
11/3/2025 Banyan Capital Management, Inc. Sep 2025 $220M — EDGAR ↗
11/3/2025 Jim Saulnier & Associates, Llc Sep 2025 $179M — EDGAR ↗
11/3/2025 Washington University Sep 2025 $179M — EDGAR ↗
11/3/2025 Pandora Wealth, Inc. Sep 2025 $165M — EDGAR ↗
11/3/2025 VanWeelden Wealth Management, LLC Sep 2025 $122M — EDGAR ↗
11/3/2025 Summit Rock Advisors, LP Sep 2025 $1 — EDGAR ↗
10/31/2025 Mutual Of America Capital Management Llc Sep 2025 $9.5B — EDGAR ↗
10/31/2025 Sagespring Wealth Partners, Llc Sep 2025 $5.1B — EDGAR ↗
Page 484 of 505  ·  10,098 filings
← Prev 1… 482 483 484 485 486 …505 Next →